Bowie Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy	126,003 +69,123	+122%	+$6.73M	0.57%	25
2025 Q1	$4.14M	Buy	+56,880	New	+$4.14M	0.19%	26
2022 Q4	–	Sell	-300,000	Closed	-$11M	–	35
2022 Q3	$11M	Buy	+300,000	New	+$11M	1.16%	24